Insurance Account Executive

3 months ago


Lakeland, United States Palm Beach Insurance Advisory Group II Full time

Insurance Customer Service Representative and Agents

Family-owned and operated insurance agency with 6 locations in Florida. We have all the necessary carrier contracts to be successful in selling any type of policy. Our dynamic team seeks an enthusiastic individual to provide exceptional customer service to our insurance company clients and policyholders. You’ll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You'll also help resolve billing issues, change policies, and make policy recommendations. If you have previous insurance experience in a customer service role and have a friendly, client-first attitude, please apply today


Competitive Salary based on experience.

Compensation:

$40,000+ to start

Responsibilities:

  • Verify new customer coverage and present policyholders with proof of insurance paperwork
  • Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available
  • Make accurate modifications to consumer policies depending on the information supplied
  • Manage inbound calls related to insurance policy concerns, customer complaints, and general queries
  • Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved
  • Be a team player
Qualifications:

  • Excellent active listening, interpersonal, and communication skills
  • Previous customer service experience required for this position
  • Basic knowledge of insurance policy procedures and schedules is preferred
  • Previous insurance experience
  • Time management skills
About Company

Palm Beach Insurance Advisory Group II, is a family-owned and operated Independent Insurance Agency that has locations spread throughout the state of Florida. We take pride in the service and expertise we provide to our clients for all lines of insurance. We have over 40 years in the business and are prepared to continue growing in the future. When joining PBIAG II your not just taking a position in an agency, you're joining a family.



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